Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
61+ 53.51% |
$27K - $32.6K
|
175
$83.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 0.31% |
$27K - $32.6K
|
19.5K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
61+ 2.62% |
$27K - $32.6K
|
2.39K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
61New |
$27K - $32.6K
|
61
$29.2K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
60+ 0.6% |
$26.6K - $32.1K
|
10.1K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
60+ 0.35% |
$26.6K - $32.1K
|
17.2K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
60+ 2.06% |
$26.6K - $32.1K
|
2.97K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
60+ 4.47% |
$26.6K - $32.1K
|
1.4K
$670K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
59+ 4.49% |
$26.1K - $31.5K
|
1.37K
$656K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
58+ 96.67% |
$25.7K - $31K
|
118
$56.4K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
58+ 0.33% |
$25.7K - $31K
|
17.6K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
58+ 0.34% |
$25.7K - $31K
|
17.1K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
58New |
$25.7K - $31K
|
58
$27.7K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
58+ 3.2% |
$25.7K - $31K
|
1.87K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
58+ 0.93% |
$25.7K - $31K
|
6.29K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
57+ 0.31% |
$25.2K - $30.5K
|
18.5K
$8.85M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
57+ 2.75% |
$25.2K - $30.5K
|
2.13K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
57+ 0.46% |
$25.2K - $30.5K
|
12.4K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
56+ 1.34% |
$24.8K - $29.9K
|
4.22K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
56+ 0.98% |
$24.8K - $29.9K
|
5.76K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
56+ 6.75% |
$24.8K - $29.9K
|
886
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.36% |
$24.8K - $29.9K
|
15.6K
$7.44M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
55+ 4.31% |
$24.3K - $29.4K
|
1.33K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
55+ 17.08% |
$24.3K - $29.4K
|
377
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
55+ 2.07% |
$24.3K - $29.4K
|
2.71K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
55+ 0.24% |
$24.3K - $29.4K
|
23.3K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
54+ 0.3% |
$23.9K - $28.9K
|
18.3K
$8.75M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
54+ 0.59% |
$23.9K - $28.9K
|
9.18K
$4.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
54+ 1.5% |
$23.9K - $28.9K
|
3.66K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
54+ 7.79% |
$23.9K - $28.9K
|
747
$357K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
53+ 0.97% |
$23.5K - $28.3K
|
5.52K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
53+ 5.81% |
$23.5K - $28.3K
|
965
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
53+ 6.78% |
$23.5K - $28.3K
|
835
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
53+ 2.39% |
$23.5K - $28.3K
|
2.27K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
53+ 7.22% |
$23.5K - $28.3K
|
787
$376K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
52+ 4.46% |
$23K - $27.8K
|
1.22K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
52+ 1.13% |
$23K - $27.8K
|
4.66K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
52+ 11.71% |
$23K - $27.8K
|
496
$237K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
51+ 33.12% |
$22.6K - $27.3K
|
205
$98K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
51+ 28.33% |
$22.6K - $27.3K
|
231
$110K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
51+ 0.55% |
$22.6K - $27.3K
|
9.31K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
51New |
$22.6K - $27.3K
|
51
$24.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
51+ 4.56% |
$22.6K - $27.3K
|
1.17K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 1.57% |
$22.1K - $26.7K
|
3.23K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
50+ 0.48% |
$22.1K - $26.7K
|
10.5K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
50New |
$22.1K - $26.7K
|
50
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 1.08% |
$22.1K - $26.7K
|
4.7K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
50New |
$22.1K - $26.7K
|
50
$23.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50+ 2.19% |
$22.1K - $26.7K
|
2.34K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
50+ 1.29% |
$22.1K - $26.7K
|
3.92K
$1.88M
|